Howard Bailey Financial is excited to announce the addition of Liz Colter as a Marketing Data Administrator. In this role, Colter will be responsible for processing data that provides insight and drives decisions for the organization.

Colter will work with the front-of-house team and the Client Services and Client Impressions teams to ensure the integrity, clarity and uniformity of data at the Fort Wayne office and the satellite offices.

Colter has over 15 years of experience in data management and analytics, and her work has often been in collaboration with marketing and client relations. When asked what drew her to Howard Bailey, Colter noted the friendly and collaborative nature of the team stating that “Everyone I have met is willing to collaborate, to help, and to grow.”

Steve Salcedo, Chief Marketing Officer at Howard Bailey, expressed his enthusiasm for Colter’s addition to the team. "In today’s data-driven world, ensuring data integrity and clarity is critical to making informed decisions that drive our strategies forward. Liz’s experience will be instrumental in refining our data processes, helping us deliver more precise insights and ultimately enhancing the value we provide to our clients. We look forward to the positive impact they will have as we continue to strengthen our data capabilities."

Howard Bailey Financial is excited to introduce Colter as the newest member of its dedicated team, committed to providing innovative retirement planning solutions.

Howard Bailey Financial, Inc. was founded in Fort Wayne, IN, as Davenport Financial Services in 2002. The name changed in 2011 as a tribute to the grandfathers of the founder and CEO, Casey Weade. The mission of Howard Bailey is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. In 2017, Howard Bailey opened a second location in Mishawaka, IN, followed by the opening of the Perrysburg, OH, location in 2022. Also in 2022, Howard Bailey acquired Singer Financial in Brownsburg, IN, giving the independent retirement planning firm four locations in the region. Howard Bailey has been voted Best Financial Advisor by Fort Wayne Newspapers Reader’s Choice Awards in 2020, 2021, 2022 and 2023. Howard Bailey Financial became the Official Wealth Management Partner of Notre Dame Athletics in 2023.

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Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Registration as an investment adviser does not imply any level of skill or training. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved.  

University of Notre Dame and University of Notre Dame Athletics (“Notre Dame") are not current clients of Howard Bailey Securities, LLC nor Howard Bailey Financial, Inc. Legends / JMI Rights Holders, on behalf of Notre Dame, was compensated for this Endorsement, as such term is defined under SEC Rule 206(4)-1. For more information, visit howardbailey.com/nddisclosure. 

The rating referenced was given on September 28, 2024, and is based on public vote from July 6-28, 2024; September 30, 2023, and is based on public vote from July 8-30, 2023; September 25, 2022, and is based on public vote from July 10-31, 2022; September 19, 2021, and is based on public vote from July 11 – August 8, 2021; and September 20, 2020, and is based on public vote from July 12 – August 6, 2020. The rating was created, tabulated, and presented by Fort Wayne Newspapers. This award recognizes companies based on popular vote. Howard Bailey Financial did not pay to participate in the rating process but did cover the cost for the award badging to market this recognition. For more details, please visit: www.fortwayne.com/ReadersChoice-faq

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